Product Owner/product Manager - Wealth Management

Product Owner / Product Manager – Wealth Management

Location: Focused on 3 markets: (1) Charlotte/Fort Mill, (2) Dallas/Austin and (3) NJ/NY

Reports To: Head of Wealth Management

Experience: 8–12 years

Position Type: Full-Time | Leadership Role

About the role:

We are seeking a highly experienced and results-driven Product Owner/Product Manager – Wealth Management to lead product strategy and execution for a suite of wealth management solutions. The ideal candidate brings a strong background in financial services technology, an entrepreneurial mindset, and a passion for building advisor- and client-centric digital platforms.

You will collaborate closely with stakeholders across business, operations, technology, and compliance to deliver innovative and scalable solutions in a fast-paced Agile environment.

Key Responsibilities:

• Define, communicate, and own the product vision, roadmap, and strategy for key wealth management initiatives
• Collaborate with business and technology teams to translate complex requirements into user stories and functional product backlogs
• Lead Agile product development activities, including sprint planning, backlog grooming, reviews, and retrospectives
• Partner with UX/UI teams to create intuitive, modern interfaces for advisors and end clients
• Monitor product KPIs and customer feedback to continuously optimize functionality, experience, and performance
• Stay current with regulatory changes, competitive trends, and innovations across the wealth management ecosystem
• Drive cross-functional collaboration across engineering, design, marketing, and customer success teams
• Deliver best-in-class digital tools that support portfolio management, financial planning, performance reporting, and client engagement

Qualifications:

• 8–12 years of experience as a Product Manager/Product Owner in the financial services domain, with a strong focus on wealth management
• CSPO (Certified Scrum Product Owner) certification is required
• Prior experience at a top-tier wealth management firm (e.g., JP Morgan, Morgan Stanley, UBS) or leading wealth tech platform (e.g., Addepar, Envestnet, Orion)
• Strong grasp of the advisor-client lifecycle, financial planning workflows, and portfolio management processes
• Expertise in third-party integrations, custodial data aggregation, billing systems, and performance analytics
• Proficiency in using product analytics and feedback loops to drive data-informed decision-making

Soft Skills:

• Strategic Thinker: Ability to think ahead and translate long-term vision into actionable roadmaps
• Customer-Obsessed: Demonstrates empathy for users and champions a customer-first product culture
• Strong Communicator: Excellent verbal and written communication skills; able to influence senior stakeholders and cross-functional teams
• Execution-Oriented: Maintains focus on delivery excellence and results while managing ambiguity
• Collaborative, Resilient & Agile: Able to navigate change, handle pressure, and remain flexible in dynamic situations, cross-functional, fast-moving environments with shifting priorities